Hongmei Yu
Investment adviser representative at Vanguard Advisers, Inc.
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Vanguard Advisers, Inc.Mar 2022 to now
- The Vanguard Group, Inc.Feb 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Jan 2022
- Bb&tNov 2017 to Jan 2018
- UnemployedAug 2017 to Nov 2017
- Bb&tJun 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6904490
- Firm CRD
- 106715